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41 guides found

• What is AdminLogix?

  See how member context, event decisions and participation history connect, and where AdminLogix fits your work.

  People evaluating AdminLogix and organizing teams learning the workspace.

• Getting started and organization basics

  Reach the correct workspace and resolve invitation, account or organization-access problems.

  People exploring access for a new organization and invited organizers, including explicitly assigned Helpers.

• Members, concerns and status changes

  Keep member records accurate and distinguish administrative context from concerns and restrictions.

  Owners and Admins managing member records and concerns.

• Create, run and complete events

  Understand the event journey from Draft through participation, attendance and retained history.

  Owners and Admins preparing and managing events.

• RSVPs, selection, confirmation and replacements

  Understand how RSVPs become finalized participants, recorded responses and replacements.

  Owners and Admins managing regular-event participation.

• Event-day check-in and attendance

  Understand attendee states, payment requirements, admission blockers and event-day handoff.

  Owners, Admins and Moderators at check-in; Helpers use the separate Helper task.

• Payments, refunds and recording errors

  Understand what financial records mean and which refund or correction action fits the situation.

  Owners and Admins managing financial records; permitted check-in operators recording door payments.

• Reports, exports and audit history

  Choose a filtered report or an Owner export and understand what information each download includes.

  Owners and Admins reviewing reports; organization exports are Owner-only.

• Owner and Admin responsibilities

  Understand role boundaries, Owner continuity and the consequences of organization access changes.

  Owners managing access and organizers understanding their assigned role.

• Sign in and choose your organization

  Get into the organization you intend to work with using your own account.

  Organizers with assigned organization access, including Helpers.

• Accept an invitation or activate your account

  Activate the organization access assigned to you by accepting the invitation with the correct verified account.

  Recipients of an organization invitation or account-activation email.

• Use Home and organization readiness

  Choose the next operational or setup task from your organization’s Home page.

  Organizers with access to organization Home; Helpers have a separate workspace.

• Find and review a member

  Find the existing member before reviewing their context or making a change.

  Owners and Admins using member records.

• Create or edit a member

  Create a new member or correct an existing member’s details without changing their status through this form.

  Owners and Admins managing member records.

• Import members from a CSV

  Preview a member CSV, resolve errors and create valid new members without altering existing records.

  Owners and Admins importing member records.

• Change a member’s status

  Review and record a member’s standing change with its participation consequences.

  Owners and Admins authorized to change member status.

• Add and manage Member Admin Notes

  Add administrative context to a member and manage notes you authored.

  Owners and Admins; editing or hiding a note remains limited to its author.

• Link or unlink an Attendance Group

  Link or unlink the reviewed members in an Attendance Group.

  Owners and Admins managing Attendance Groups.

• Create a member concern

  Record a factual concern and review any separately consequential outcome before saving.

  Owners and Admins creating concerns; Helpers use Submit concern in their workspace.

• Review or close a member concern

  Review or close a concern while keeping any separate restrictions and historical actions clear.

  Owners and Admins reviewing concerns.

• Check someone in as a Helper

  Record eligible attendance from the restricted Helper workspace and refer blocked cases to an Owner or Admin.

  Explicitly assigned Helper accounts.

• Submit a concern as a Helper

  Send factual concern information to the organization’s Owners and Admins.

  Explicitly assigned Helper accounts.

• Find an event in the weekly calendar

  Find the event in the selected calendar week and check its state before working on it.

  Organizers with access to Events.

• Create and prepare an event Draft

  Prepare an event’s setup in Draft so it can be reviewed before opening.

  Owners and Admins creating events.

• Edit or duplicate an event

  Choose between changing the existing event and creating a new Draft from its configuration.

  Owners and Admins managing event configuration.

• Open, complete or cancel an event

  Review the consequences and prerequisites before changing an event’s lifecycle state.

  Owners and Admins managing event lifecycle.

• Import or manage event RSVPs

  Add, import or remove RSVPs before participant finalization without creating new members through RSVP import.

  Owners and Admins managing regular-event RSVPs.

• Review and finalize participants

  Review the proposed attendees and commit the event’s finalized participant list.

  Owners and Admins finalizing participation.

• Record a participant’s response

  Record a participant’s response after communicating through your organization’s normal channels.

  Owners and Admins managing participant responses.

• Review and approve an event replacement

  Review and approve a replacement for an available place while preserving the original participation history.

  Owners and Admins approving regular-event replacements.

• Check in an attendee and record door payment

  Check an eligible attendee in and record money already received when payment is required.

  Owners, Admins and permitted Moderators; Helpers use their separate check-in task.

• Deny entry or reverse a denial

  Record a reviewed entry denial or an authorized reversal without confusing it with attendance, status or a refund.

  Owners, Admins and Moderators may deny eligible entry; only Owners and Admins may reverse it.

• Set up or restore payment methods

  Maintain the methods operators can choose when recording money received outside AdminLogix.

  Owners and Admins managing payment methods.

• Record a full refund

  Record a full refund after the money has already been returned outside AdminLogix.

  Owners and Admins recording refunds.

• Fix an original payment recording error

  Correct an original price or method recording mistake with a reason and retained history.

  Owners and Admins correcting original payment-recording errors.

• Import a Vetting attendee list

  Preview and import the attendee list for an Open Vetting event.

  Owners and Admins importing Vetting attendees.

• Record Vetting outcomes and complete the handoff

  Review and record outcomes before the event’s separate completion action.

  Owners and Admins deciding Vetting outcomes and completing events.

• Filter reports and download a CSV

  Apply report filters and download the complete matching result set.

  Owners and Admins using operational reports.

• Download an Owner organization exit package

  Download the Owner’s organization package and verify that the sensitive file arrived.

  Owners downloading organization data.

• Invite users and manage organization roles

  Invite an organizer or review their organization access while preserving an active Owner.

  Owners managing organization users and roles.

• Leave an organization voluntarily

  Review and end your access to one organization while retaining historical attribution.

  Organizers with the Leave organization action; the last active Owner cannot leave.